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denniszielke
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product-ordering

Guides customers through product orders and contact-detail changes with human-in-the-loop confirmation.

4|Updated Jul 1, 2026
Search Tags:#compliance#customer support#human-in-the-loop#order tracking#banking#product ordering#credit card application
One-click install
npx skills add https://github.com/denniszielke/agentic-banking-ecosystem --skill product-ordering-denniszielke
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: product-ordering
Source: https://github.com/denniszielke/agentic-banking-ecosystem/tree/main/src/customer_support_agent/skills/product-ordering
Command: npx skills add https://github.com/denniszielke/agentic-banking-ecosystem --skill product-ordering-denniszielke

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Banking customers need a safe way to order products (savings accounts, credit cards) or update contact details without accidental or non-compliant writes. This Skill enforces a preview-confirm-commit workflow so every change is explicitly approved by the customer and checked against compliance guardrails before it commits. ## Core Features & Use Cases - Compliance-first eligibility checks: Applies age, KYC status, segment, and product-eligibility rules before proposing any order, citing the relevant compliance rule and escalating when a human compliance decision is required. - Human-in-the-loop writes: Calls order_product or update_customer with confirm=false to preview the exact change, sets a pending action in the sidebar, and only commits with confirm=true after an explicit customer "yes". - Order lifecycle tracking: Reports real order status (requested → approved/rejected → shipped → delivered) via list_orders/get_order, including delivery ETA and shipping address for credit cards. - Use Case: A customer says "I'd like to apply for a GoldCard." The Skill checks eligibility, previews the order, asks "Shall I go ahead?", commits on confirmation, returns the order_id, and later reports when the card is approved and shipping. ## Quick Start Ask the agent to apply for a GoldCard credit card and follow the preview and confirmation prompts to place the order.

Frequently Asked Questions about product-ordering

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I apply for a credit card through the customer support agent?▼

Tell the agent which product you want, such as a GoldCard. The Skill checks your eligibility, shows a preview of the order, and asks for confirmation. After you say yes, it commits the order and returns an order_id with delivery ETA and shipping address.

How does human-in-the-loop confirmation work for banking orders?▼

Every write tool is first called with confirm=false to produce a preview of the exact change. The customer must explicitly confirm in words before the same tool is called with confirm=true to commit. No write commits without that explicit yes.

Can the agent update my phone number or address automatically?▼

The agent can update contact details, but only through the same guarded flow: it previews the field change with update_customer using confirm=false, asks you to confirm, and commits only after your explicit approval.

What happens if a customer is not eligible for a product?▼

The Skill applies compliance guardrails covering age, KYC status, segment, and product eligibility before proposing an order. If eligibility is unclear or the rule requires a compliance decision, it escalates to a human rather than proceeding.

How do I track the status of a product order?▼

Use list_orders or get_order to check the order case. Orders move from requested to approved or rejected, and approved orders progress to shipped and delivered. The agent reports the actual status rather than claiming completion early.

Why does my order still show as requested after confirmation?▼

Confirming the order only creates the order case with status requested and a pending holding. Approving or rejecting the order is a separate bank-side decision that is itself human-in-the-loop, so the status advances only after that review.

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